Shockwaves around the world have made political analysis a must for investors in Asia. But is the really smart play to look beyond the short-term news flows and stick to fundamentals?
Pimco names Asia chief in reshuffle; Citi PB promotes Bacon; GSAM shuffles EM leadership; Nordea Bank replaces Singapore head; EFG hires North Asia head; Vontobel AM adds multi-asset solutions head; Colliers shuffles Asia team; China Pacific Insurance chairman resigns.
Regional investment heads at DBS and Lombard Odier say emerging markets are a better bet amid heightened political risk and uncompelling valuations in developed Europe.
Investment heads at APG, Credit Suisse and DBS voice doubts about the sustainability of the US stock rally, with American equities now widely viewed as overvalued.
Tensions ahead of a poll in Korea, scandal in Malaysia, yet another vote in Britain – all reasons why political analysis is no longer an optional extra for fund managers.
The €440 billion Dutch pension fund manager is still keen on private markets despite falling illiquidity premiums, and its CIO sees Asia as a fertile market for such investments.
Mirae Asset GI hires Asia sales head; MAS revokes licence; UBP hires heads of DPM, Greater China; CTBC PB product head exits; Amac sets up committees; HNA names CIO; China Life Group president moves to PICC; Allianz names corporate development head; Jupiter adds client, sales heads; First State announces high-yield team.
In the second of two articles on the impact of Europe's incoming Mifid II rules, which will affect how fund managers pay for research, bank teams are seen to be under threat.
Investors should re-assess their approach to constructing equity portfolios now or risk posting disappointing returns.
First State Stewart Asia has changed its approach to paying for research, in an early indication that asset managers in the region will not be immune from looming EU rules.
Asia was the only region to see an increase in money raised for real estate investment last year, and it saw a big jump in joint-venture and club deals, according to new research.
Asia’s increasingly cash-rich but yield-starved insurance firms are casting an envious eye over US fixed income markets, where income returns are on the rise.
An insider's view on how a scrappy e-commerce startup became the world's largest retailer.
The asset manager has put its global emerging markets head in Asia and added other staff there, underlining the importance of the region both to the firm and within the EM universe.
An end to the Volcker Rule, part of the US Dodd-Frank Act, could drive flows into alternative assets in Asia. But a return to pre-2008 levels of investment by US banks is seen as unlikely.
Fund managers are under growing pressure to reduce fees, a trend reinforced by the rise of flows into passive strategies and the low returns achieved in recent years, says a new report.
HSBC appoints global head of HNW sales; BlackRock loses Asia real estate research head; Franklin Templeton names lead PMs; BNP Paribas WM shuffles senior executives; PSPF names new supervisory board chairman; China Post and Capital switches chairman.
Commodity prices are bouncing back, but will Asian asset owners now embrace an asset class they have long shunned? And is this the start of a new bull cycle, or a temporary rally?
AsianInvestor spoke to Bill Powell, Asia-Pacific CEO of real asset giant Brookfield Asset Management, about China's big infrastructure project and other opportunities.
The lure of illiquid investments is fading for some institutions in Asia, especially those – such as insurance firms – that moved later into such assets, say industry observers.